Wealth Manager (Sales)

Full Time

Company Name : Guardian Capital Investment Advisors Pvt. Ltd. (part of Guardian Holdings)

Company Website : www.gcia.in / www.guardianholdings.in/

Salary range: 12 to 15 L / year plus incentives


  • Experience working in a major bank such as HDFC, YES, ICICI, SBI, Kotak , Axis, and IndusInd OR experience working in a premiere wealth management firm such as IIFL Wealth and Anand Rathi.
  • Ability to manage relationships both internal and external
  • Adept at multitasking
  • Must have a book of clients he or she can contact on behalf of Guardian.
  • Qualification : CFP professional

Brief Discussion Points on the Role:

  • Client acquisition and client account management - this includes both retail and institutional clients.
  • Review Guardian products and prepare sales and promotional materials for Guardian’s products. Create and execute sales strategies for Guardian’s products.
  • Proactively review Guardian’s existing client base - create and execute sales strategies aimed at Guardian’s existing client base.
  • Work with leadership to plan, implement, and execute strategies related to business development.
Hiring Manager Details:

[email protected]